Elwood & Goetz Wealth Advisory Group’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Buy |
1,924
+200
| +12% | +$87.7K | 0.18% | 40 |
|
|
2025
Q1 | $639K | Sell |
1,724
-85
| -5% | -$31.5K | 0.16% | 39 |
|
|
2024
Q4 | $742K | Buy |
1,809
+4
| +0.2% | +$1.64K | 0.18% | 40 |
|
|
2024
Q3 | $693K | Hold |
1,805
| – | – | 0.17% | 43 |
|
|
2024
Q2 | $675K | Sell |
1,805
-22
| -1% | -$8.23K | 0.19% | 35 |
|
|
2024
Q1 | $629K | Hold |
1,827
| – | – | 0.15% | 44 |
|
|
2023
Q4 | $568K | Hold |
1,827
| – | – | 0.12% | 44 |
|
|
2023
Q3 | $498K | Sell |
1,827
-44
| -2% | -$12K | 0.12% | 45 |
|
|
2023
Q2 | $529K | Hold |
1,871
| – | – | 0.12% | 40 |
|
|
2023
Q1 | $467K | Hold |
1,871
| – | – | 0.11% | 42 |
|
|
2022
Q4 | $399K | Sell |
1,871
-22
| -1% | -$4.69K | 0.12% | 43 |
|
|
2022
Q3 | $405K | Hold |
1,893
| – | – | 0.14% | 43 |
|
|
2022
Q2 | $422K | Sell |
1,893
-115
| -6% | -$25.6K | 0.14% | 42 |
|
|
2022
Q1 | $578K | Buy |
2,008
+58
| +3% | +$16.7K | 0.18% | 36 |
|
|
2021
Q4 | $626K | Sell |
1,950
-36
| -2% | -$11.6K | 0.19% | 34 |
|
|
2021
Q3 | $576K | Sell |
1,986
-27
| -1% | -$7.83K | 0.2% | 31 |
|
|
2021
Q2 | $577K | Hold |
2,013
| – | – | 0.22% | 29 |
|
|
2021
Q1 | $517K | Sell |
2,013
-1
| -0% | -$257 | 0.21% | 29 |
|
|
2020
Q4 | $510K | Buy |
2,014
+1
| +0% | +$253 | 0.23% | 28 |
|
|
2020
Q3 | $458K | Sell |
2,013
-61
| -3% | -$13.9K | 0.25% | 25 |
|
|
2020
Q2 | $419K | Hold |
2,074
| – | – | 0.26% | 24 |
|
|
2020
Q1 | $325K | Sell |
2,074
-15
| -0.7% | -$2.35K | 0.24% | 23 |
|
|
2019
Q4 | $381K | Sell |
2,089
-87
| -4% | -$15.9K | 0.27% | 22 |
|
|
2019
Q3 | $362K | Buy |
2,176
+87
| +4% | +$14.5K | 0.29% | 22 |
|
|
2019
Q2 | $341K | Buy |
+2,089
| New | +$341K | 0.29% | 22 |
|